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Kidney Dialysis Centers

NAICS 621492 · Ambulatory Health Care Services · SBA size standard: $47 million average annual receipts

Kidney dialysis centers schedule and deliver outpatient hemodialysis and peritoneal dialysis treatments. For a center that runs multiple shifts of hemodialysis stations plus home peritoneal dialysis support, the specialists turn referrals into verified patient intakes, intakes into personalized treatment and supply schedules, schedules into daily station assignments and route plans, and maintain inventory of dialysate, filters, tubing and medications. Treatment protocols, lab orders, physician oversight and regulatory documentation stay with the clinical staff.

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What makes this business different

  • Patient-specific treatment prescriptions including frequency, duration, dialyzer type, blood flow rate and anticoagulation that must be followed exactly
  • Strict scheduling around patient availability, transportation and shift capacity with no overbooking
  • Coordination of lab draws, results review and physician communication before each treatment
  • Inventory of single-use disposables and medications purchased and tracked per patient and per station
  • Home peritoneal dialysis patients requiring monthly supply deliveries and training visits
  • Daily machine disinfection logs, water quality testing, infection control and state health department reporting
  • Repeat patients with chronic needs, insurance authorization renewals and transportation coordination

Specialist bots

  • a medical office desk with stacks of referral forms, insurance cards and a computer screen showing an open patient scheduling calendar

    Patient Intake Coordinator

    Turn every referral into a verified patient profile and first scheduled treatment.

    Works in: Ambitious Tasks, Ambitious Docs, Email Buckets · Workflows: Patient referral and intake

    Automates

    • Reads incoming referral documents and extracts key data
    • Checks for complete insurance and clinical documentation
    • Drafts the intake appointment and welcome materials
    • Creates the initial patient task list

    Stops for a person

    • The nurse reviews all clinical information before scheduling
    • Insurance verification and authorizations are confirmed by a person
    • A staff member obtains signed consents
  • a wall-mounted dry-erase board in a dialysis center showing colored patient names assigned to numbered dialysis stations across morning, afternoon and evening shifts

    Treatment Scheduler

    Assign patients to dialysis stations and shifts while respecting prescriptions and constraints.

    Works in: Ambitious Tasks, Ambitious Sheets · Workflows: Treatment scheduling and station assignment

    Automates

    • Maps patient prescriptions to available station times
    • Respects transportation windows and isolation needs
    • Builds and adjusts the weekly master schedule
    • Sends appointment reminder drafts

    Stops for a person

    • The charge nurse approves all schedule changes
    • Patient transportation confirmations are handled by staff
  • a nurse sitting at a station desk reviewing printed lab reports next to a dialysis machine with tubing and supplies

    Lab and Order Coordinator

    Generate lab orders, track results and prepare physician communications.

    Works in: Ambitious Tasks, Ambitious Docs, Ambitious Sheets · Workflows: Lab orders and physician coordination

    Automates

    • Creates standing and monthly lab orders per protocol
    • Monitors for incoming lab results and flags abnormals
    • Drafts physician notes for prescription adjustments
    • Updates patient profiles with new orders

    Stops for a person

    • All lab reviews and order changes are approved by the nephrologist or nurse practitioner
    • Critical values are immediately escalated to clinical staff
  • a supply room with shelves of dialysis filter cartridges, boxes of tubing sets and large dialysate bags being counted against an inventory sheet

    Supply and Medication Coordinator

    Maintain accurate inventory of dialysate, filters, tubing and medications for both in-center and home patients.

    Works in: Ambitious Sheets, Ambitious Tasks · Workflows: Dialysis supply and medication inventory

    Automates

    • Calculates usage by patient and station
    • Generates reorder lists and home delivery manifests
    • Tracks expiration and recalls
    • Logs waste and adjustments

    Stops for a person

    • The clinical manager approves all purchases and expenditures
    • Any substitution of patient-specific supplies is confirmed by the nurse
  • a technician in protective gloves wiping down a hemodialysis machine with disinfectant wipes while checking a digital control panel in a treatment bay

    Machine Maintenance Clerk

    Track disinfection, water quality and preventive maintenance for every dialysis machine.

    Works in: Ambitious Tasks, Ambitious Sheets, Ambitious Docs · Workflows: Dialysis machine maintenance and logs

    Automates

    • Generates daily disinfection checklists by machine
    • Records water test results and alarms
    • Warns before preventive maintenance is due
    • Compiles logs for regulatory review

    Stops for a person

    • Biomedical technicians perform and sign off on all repairs
    • The medical director or nurse confirms water quality meets requirements the owner has set
    • People review and sign all regulatory logs
  • a nurse demonstrating peritoneal dialysis exchange technique using a mannequin and supply bags on a training table in a clinic room

    Home Dialysis Support Coordinator

    Manage supply deliveries, training and ongoing support for peritoneal dialysis patients at home.

    Works in: Ambitious Tasks, Ambitious Docs, Ambitious Sheets · Workflows: Home peritoneal dialysis support and delivery

    Automates

    • Builds monthly supply manifests per patient prescription
    • Plans delivery routes and schedules
    • Drafts training visit reminders
    • Tracks patient-reported inventory and issues

    Stops for a person

    • The home dialysis nurse approves all training and clinical follow-up
    • Patients confirm receipt and any problems in person or by call
  • a desk with a computer monitor displaying a dialysis treatment log, stacks of insurance forms and a calendar marked with authorization due dates

    Billing and Regulatory Clerk

    Prepare treatment documentation, track authorizations and compile required reports.

    Works in: Ambitious Docs, Ambitious Sheets, Contract Analyzer · Workflows: Billing, authorization and regulatory paperwork

    Automates

    • Generates claims from daily treatment records
    • Tracks authorization renewal dates
    • Compiles monthly quality and infection logs
    • Maintains required patient documentation

    Stops for a person

    • The billing manager reviews all claims before submission
    • Clinical staff confirm accuracy of treatment documentation
    • The administrator confirms which regulatory requirements apply

Workflows

Patient referral and intake

Starts when: A new referral arrives by fax, secure message or email

  1. Capture patient demographics, insurance details, referring nephrologist and initial prescription
  2. Verify insurance authorization and obtain any missing clinical documentation
  3. Schedule the intake assessment and first treatment against open station times
  4. Create a patient profile with all allergies, access type and special instructions
  5. Draft the welcome packet and consent forms for review

Watch for: Medical necessity documentation must be complete before scheduling; Insurance authorization can take days and must be confirmed

Treatment scheduling and station assignment

Starts when: Weekly and when new patients or changes occur

  1. Review current patient roster and each prescribed treatment frequency
  2. Assign patients to stations and shifts while respecting requested times and transportation
  3. Flag patients needing isolation stations or special equipment
  4. Build the master schedule and send appointment reminders
  5. Adjust for holidays, vacations and machine maintenance

Watch for: Each station runs limited shifts per day with required turnaround and disinfection time; Patient transport schedules often dictate fixed arrival windows

Lab orders and physician coordination

Starts when: Before each scheduled treatment and on monthly cadence

  1. Generate standing and monthly lab orders based on physician protocol
  2. Track incoming lab results and flag out-of-range values
  3. Draft physician communication for any prescription changes
  4. Update patient profile with new orders or medications
  5. Maintain a log of all orders and results

Watch for: Certain labs must be drawn pre-treatment and reviewed before starting; Any change to prescription requires nephrologist sign-off

Dialysis supply and medication inventory

Starts when: Daily for in-center and monthly for home patients

  1. Calculate daily and monthly usage by patient and station
  2. Subtract current stock and draft reorder quantities
  3. Generate pick lists for home peritoneal dialysis deliveries
  4. Track expiration dates on medications and dialysate
  5. Log any wasted or recalled items

Watch for: Many supplies are patient-specific and cannot be substituted; Home patients require precise monthly box quantities

Dialysis machine maintenance and logs

Starts when: End of each shift and weekly

  1. Generate end-of-shift disinfection and rinse checklists for each machine
  2. Record water quality test results and machine alarms
  3. Track preventive maintenance due dates by serial number
  4. Flag machines needing repair or culture testing
  5. Compile daily logs for regulatory review

Watch for: Water treatment system testing follows strict daily, weekly and monthly protocols; All machine logs must be complete before reuse

Home peritoneal dialysis support and delivery

Starts when: Monthly and on patient request

  1. Confirm current prescription and supply needs for each home patient
  2. Build the delivery manifest and route for the month
  3. Draft training refreshers or home visit schedule
  4. Track patient-reported issues and inventory usage
  5. Schedule retraining or clinic evaluation when needed

Watch for: Home patients must demonstrate ongoing competency; Supply deliveries must arrive before current stock runs out

Billing, authorization and regulatory paperwork

Starts when: After each treatment and on renewal dates

  1. Generate treatment documentation from the daily schedule
  2. Draft claims with required modifiers and units
  3. Track insurance authorization renewal dates
  4. Compile monthly quality and infection control reports
  5. Maintain logs of consents, advance directives and patient education

Watch for: Documentation must match exact treatment time and supplies used; State and federal reporting requirements differ by location and are confirmed by the clinical director

Bot templates for this industry

Source: U.S. Small Business Administration, Office of Size Standards, Table of Small Business Size Standards Matched to North American Industry Classification System Codes, version March 2023 (effective 2023-03-17, NAICS 2022). Size standards are shown for reference only.